The Boyer Brief – June 2022

Jason Jacobi is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Boyer Financial Services in Newport Beach, CA, with over a decade of experience in the financial services industry. He specializes in helping high-net-worth individuals, multi-generational families, professional athletes, and business owners navigate complex financial decisions across more than 70 areas of financial planning. A Newport Beach native and former collegiate football player, Jason brings discipline and a client-first, educator-advisor approach to every relationship — prioritizing clarity and long-term confidence over sales.